Servicing Advisor at Ethos Financial Partners
A private wealth advisory practice of Ameriprise Financial Services, LLC
Our Firm
Ethos Financial Partners is a top-ranked, fast-growing private wealth advisory practice of Ameriprise Financial Services, LLC, with offices in Thornton, CO, Grand Junction, CO, and Albuquerque, NM.
We are a dynamic, client-focused team committed to helping individuals and families achieve financial confidence and peace of mind. Our strength lies in our advice-based approach and deep commitment to building long-term relationships through customized financial planning.
Position Overview
We are seeking a driven, motivated, and relationship-focused individual to join our Thornton office as a full-time Servicing Advisor.
This role is designed for someone who is passionate about financial planning and wants to build a long-term career as a trusted advisor. Initially, the Servicing Advisor will work closely alongside Senior Advisors, supporting client relationships and gaining hands-on experience in all aspects of financial planning, investment management, and client service.
In this role, you will participate in client meetings, assist with meeting preparation and follow-up, document recommendations and action items, respond to client inquiries, and help ensure clients receive an exceptional experience. You will serve as an important resource for both advisors and clients while learning our planning philosophy and service model.
As your experience, licensing, and proficiency grow, you will gradually take on greater responsibility for client relationships, eventually conducting client review meetings independently and managing select client relationships under the guidance of Senior Advisors.
This is not a business development or cold-calling role. The primary focus is supporting existing client relationships, delivering an exceptional client experience, and developing the skills necessary to become a trusted advisor over time.
This position offers a clear path toward becoming a Lead Advisor and, ultimately, a Senior Financial Advisor within the firm.
Key Responsibilities
- Attend client meetings alongside Senior Advisors
- Prepare meeting materials and assist with meeting organization
- Capture meeting notes, recommendations, action items, and follow-up opportunities
- Prepare and distribute post-meeting summaries and client communications
- Assist with the implementation of financial planning recommendations
- Respond to client service requests and coordinate follow-up actions related to account maintenance, planning recommendations, and ongoing client needs
- Support advisors with ongoing client service and relationship management
Client Service & Relationship Management
- Serve as a primary point of contact for client questions and service requests via phone, email, and Microsoft Teams
- Coordinate and follow up on client needs to ensure timely resolution
- Build and maintain strong client relationships through proactive communication and exceptional service
- Work closely with advisors and operations staff to provide a seamless client experience
Professional Growth
- Develop a deep understanding of the firm's planning process, investment philosophy, and client service standards
- Participate in advisor training, coaching, and professional development programs
- Over time, conduct client review meetings independently for select relationships
- Gradually assume responsibility for managing a segment of the firm's client relationships
Team Contributions
- Contribute to firm initiatives, projects, and process improvements
- Collaborate with team members across all office locations
- Support the continued growth and success of Ethos Financial Partners
Development & Licensing Support
We are committed to helping the right individual build a successful long-term career within our firm.
Our development program includes:
- One-on-one mentorship from experienced Senior Advisors
- Client meeting observation and participation
- Financial planning and advisory training
- Role-playing and communication development
- Marketing and business development support
- Continuing education opportunities
- Full sponsorship of licensing and professional development
Candidates who are not fully licensed will receive support to obtain required licenses and credentials.
Long-term professional development may include:
- Series 7 and Series 66 licensing
- Life and Health Insurance licensing
- BFA™ Certification
- APMA® designation
- CFP® certification
Qualifications
Required
- Bachelor's degree from an accredited four-year college or university
- Strong interpersonal and communication skills
- High emotional intelligence and relationship-building abilities
- Self-motivated, coachable, and eager to learn
- Strong organizational and follow-through skills
- Ability to work effectively in a team-oriented environment
- Comfortable interacting with clients in person, by phone, and through virtual meetings
- Professional presence and a client-first mindset
Preferred
- Series 7, Series 66, and Life & Health licenses strongly preferred
- Two or more years of client service, relationship management, sales, or financial services experience
- Previous experience in financial planning, banking, insurance, wealth management, or a related field
Schedule
Monday through Friday
Compensation
Base Salary: $60,000-$75,000
Additional Compensation:
- Performance-based bonuses
- Licensing and education sponsorship
- Long-term career advancement opportunities
Benefits
- Paid Time Off
- 401(k) with Company Match
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Professional licensing sponsorship
- Continuing education support
- Mentorship and career development
About Ethos Financial Partners
Our mission is to help people live more confident and fulfilled lives by protecting what matters most. We pride ourselves on developing personalized financial roadmaps aligned with each client's values, goals, and vision for the future.
Our vision is to be the financial advice team of choice by helping our clients and communities protect and pursue the lives they've worked hard to build.
Areas of Focus
- Investment Management
- Retirement Planning
- Retirement Income Strategies
- Tax Planning Strategies
- Wealth Preservation
- Estate Planning
- Insurance Planning
- Small Business Planning
- Cash Flow & Budgeting Strategies
- Education Savings
- Charitable Giving
- Family Financial Planning
- Women's Financial Strategies
Join Our Team
If you're looking for an opportunity to learn directly from experienced advisors, build meaningful client relationships, and grow into a long-term financial advisory career, we'd love to hear from you.
With the right financial advice, life can be brilliant.
Job Type: Full-time
Pay: $60,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Paid training
- Professional development assistance
- Vision insurance
Compensation Package:
Application Question(s):
- How many years of relevant work experience?
Education:
License/Certification:
Ability to Commute:
- Thornton, CO 80229 (Required)
Work Location: Hybrid remote in Thornton, CO 80229
